+46.1%
DE vs BBY
+33.0%
+13.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.0% | -6.4% | +0.7% |
| 7D | +5.6% | +4.5% | +1.1% | +5.0% |
| 30D | -0.8% | +16.0% | -16.8% | -2.6% |
| 3M | +9.8% | +18.6% | -8.8% | +7.5% |
| 6M | +17.5% | +80.1% | -62.5% | +6.9% |
| YTD | +46.5% | +57.4% | -11.0% | +38.9% |
| 1Y | +46.1% | +34.5% | +11.6% | +41.3% |
| All | +46.1% | +33.0% | +13.1% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BBY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling